Carson Wealth (CWM LLC)’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63K | Sell |
1,552
-2,164
| -58% | -$87.8K | ﹤0.01% | 3092 |
|
|
2025
Q1 | $142K | Buy |
3,716
+2,188
| +143% | +$83.6K | ﹤0.01% | 2140 |
|
|
2024
Q4 | $64K | Buy |
1,528
+263
| +21% | +$11K | ﹤0.01% | 2607 |
|
|
2024
Q3 | $54K | Sell |
1,265
-185
| -13% | -$7.9K | ﹤0.01% | 2631 |
|
|
2024
Q2 | $57K | Sell |
1,450
-3,435
| -70% | -$135K | ﹤0.01% | 2384 |
|
|
2024
Q1 | $203K | Sell |
4,885
-15,921
| -77% | -$662K | ﹤0.01% | 1518 |
|
|
2023
Q4 | $814K | Buy |
20,806
+1,973
| +10% | +$77.2K | ﹤0.01% | 891 |
|
|
2023
Q3 | $656K | Buy |
18,833
+18,787
| +40,841% | +$654K | ﹤0.01% | 889 |
|
|
2023
Q2 | $2K | Sell |
46
-390
| -89% | -$17K | ﹤0.01% | 3818 |
|
|
2023
Q1 | $15K | Buy |
+436
| New | +$15K | ﹤0.01% | 2700 |
|
|
2022
Q1 | – | Sell |
-458
| Closed | -$19K | – | 3739 |
|
|
2021
Q4 | $19K | Buy |
+458
| New | +$19K | ﹤0.01% | 2022 |
|
|
2017
Q4 | – | Sell |
-2,723
| Closed | -$75K | – | 1540 |
|
|
2017
Q3 | $75K | Hold |
2,723
| – | – | ﹤0.01% | 448 |
|
|
2017
Q2 | $71K | Buy |
+2,723
| New | +$71K | ﹤0.01% | 427 |
|